Yash Mehta Email & Phone Number

Bengaluru, Karnataka, India

Bengaluru, Karnataka, India

Bengaluru, Karnataka

1. Financial Due Diligence:Conducted financial due diligence for companies across diverse sectors, including e-commerce first brands, e-commerce platforms, supply chain management, and SaaS businesses.2. Family Office Engagement:Served as part of a family office managing investments for high-net-worth individuals (promoters of unicorn companies, including creators of India’s fastest unicorn). Key responsibilities included:a) Collaborating with top global investment bankers to raise over $100 million.b) Structuring ESOP financing solutions.c) Negotiating rights in Shareholder Agreements for angel investments.d) Reviewing representations, warranties, and indemnities in Share Purchase Agreements from the HNI’s perspective.3. M&A Advisory for a $160 Million Investee Company:Led the end-to-end M&A process for the sale of a majority stake to a Private Equity firm, involving:a) Managing a cross-functional diligence team (financial and legal) across geographies (US, Philippines, and India) to address all diligence requests.b) Advising management on valuation, managerial remuneration negotiations based on diligence findings.c) Reviewing final transaction documents (Share Purchase Agreement, Disclosure Letters, etc.), with a focus on ensuring representations, warranties, and language reflected the agreed acquisition structure.4. Accounting and Process Consultancy:Provided accounting and process optimization consultancy for India's leading law university, with a defined strategy to restore university funds to surplus within a specific timeframe.

Bengaluru, Karnataka

Direct Tax (13 months): Part of an expert team handling Tax consultancy, Tax compliance, Tax Assessments and Appeals of various corporate and non-corporate clients. This exposure helped me gain the art of interpretation of law. Risk and Assurance (13 months): Handled assignments such as Transaction Audits, Risk Advisory, Assessment of Internal Financial Controls (IFC) for entities in Hospital, E-commerce, Architects, Interior Designer sectors.Indirect Taxation (7 months): Handled filing of Annual return (Form VAT-240) for corporate entities in Manufacturing, Trading, Construction sector. Was also part of a GST due diligence assignment of an entity engaged in the construction sector.

Chartered Accountant

Bachelor Of Commerce - Bcom

Grade: A

Pre University, Commerce

Grade: Distinction

Sslc

Activities and Societies: I was elected as the class prefect for the whole of my secondary education.Grade: Distinction